News Tag: Press Release Our latest news and events. AUM Milestone for Strategic Retirement Plan Team July 24, 2025 Learn More Shannon Earns Certified Plan Fiduciary Advisor Designation July 21, 2025 Learn More Strategic Financial Services has reached $2.5B in Assets Under Management July 3, 2025 Learn More Strategic Welcomes Two New Associate Advisors to the Team May 16, 2025 Learn More Pearsall and Accordino, Receive CFP® Designation December 14, 2023 Learn More Kyle Dempster, Receives CFP® Designation September 7, 2023 Learn More Strategic Welcomes Two New Team Members July 11, 2023 Learn More Strategic Financial Services Named to List of Nation’s Top DC Advisor Teams March 22, 2023 Learn More Strategic Serves: Raises $1,500 for The Country Pantry at Cornhole Tournament September 1, 2022 Learn More Strategic Named One of CNYBJ’s Best Places to Work August 3, 2022 Learn More « Older Posts
